Strong Performance and Low Overhead

With an administrative/investment fee of 2.5 percent or less, we effectively work with a team of professionals to put your dollars to work for the community.

Investment Strategy

As a community foundation, the Three Rivers Community Foundation holds the charitable endowment for this community in perpetuity. As stewards of our donors' funds, we have three main investment priorities:

  1. Uphold fiduciary responsibility,
  2. Maximize income commensurate with preservation of principal, and
  3. Maximize long-term growth of principal while avoiding excessive risk.